2018 MidAmerican Pension Conference


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Doug Aller
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Charlie Atwell
Mr. Atwell began his practice with his father in the City of Aurora, after graduating in 1973 from the John Marshall Law School in Chicago. In the mid 1970’s, he was employed as an Assistant Attorney General under Bill Scott and prosecuted consumer fraud cases within the mid-state area. He also worked as an Assistant Kane County Public Defender involved with juvenile and mental health cases. Mr. Atwell’s representation of public pension funds initiated in the mid 1980’s when he was requested to represent the City of Aurora Police and Firefighters’ Pension Fund Boards. In 1990, he represented the Aurora Boards in the case of United States of America v. State of Illinois, City of Aurora and the Board of Trustees of the City of Aurora Police Pension Fund in the U.S. District Court for the Northern Dist. of Illinois, Eastern Division. This action was the first Federal case filed against public pension funds in the U.S. under the newly enacted Americans with Disabilities Act (ADA). This litigation was the catalyst which resulted in the modifications to the State Police and Firefighters’ Pension Codes, eliminating the “fitness” requirement for membership into the respective pension funds. Mr. Atwell’s practice is limited to the representation of Police and Firefighters’ Pension Boards throughout the State of Illinois. He has been representative counsel in numerous matters of pension litigation in the State and Federal Courts, many of which have involved matters of “first impression”, respecting interpretations of the respective pension statutes. He has served as Deputy General Counsel for the IPPFA for over fifteen (15) years and has assisted the Association in seminar presentations and at the Annual Training Conference. He has lectured on Police and Firefighter Pension matters throughout the State of Illinois and has also presented at other national and international conferences including, “Guns and Hoses” 2006 Seminar, Las Vegas, Nevada and “Investment Management Institute” (IMI) Global Investment Forum 2001-2009, Quebec City, Canada, and Hilton Head Island, South Carolina in 2005-2006.
Joel Babbitt
Joel J. Babbitt has been active in the insurance, investment, and Third Party Administration business since 1987. He began his career at Northwestern Mutual Life in 1987 as a Sales Representative in Chicago, Illinois, holding field management positions with both Northwestern Mutual and Mass Mutual. In 1996 he founded Babbitt Municipalities, Incorporated (BMI). As BMI continued to grow, Joel helped create Group Benefit Associates to focus their efforts on the municipal and union marketplace.

Joel has broad experience in the provision of innovative benefit systems to the private sector as well as with academic and government agencies. Joel’s expertise includes plan design, procurement, implementation, administration, member education, and post implementation evaluation. Joel is the Benefit Coordinator for The Illinois Public Pension Fund Association (IPPFA) where he oversees the development and implementation of benefits programs for the jurisdictions represented by the member pension boards. In this role he has created an Association sponsored 457(b) Plan and Post Retirement Healthcare Funding Program as well as worked with member jurisdictions on their entire benefit structure. Recently the plan has been expanded to include The Wise Choice For Educators 403(b)/457(b) Plan. These plans have saved public sector employees in excess of $5 million dollars in fees.

Joel graduated from Indiana University in 1987 with a B.S. in Finance. He received his Chartered Life Underwriter (CLU) designation from the American College in 1992. Joel has been awarded the recognition of Who’s Who of Young Entrepreneurs and is a member of the National Association of Life Underwriters, Million Dollar Round Table and the American Society of CLU/ChFC.

Joel and his wife, Carol, have three young children, Judd, Seth, and Eyllah. Joel and Carol support several charities including Canavan Research Illinois and Challenged Athletes Foundation. Joel is a season ticket holder and a typically disappointed Chicago Cub fan.
IPPFA Benefits
Allison Barrett
Ms. Barrett has over 25 years of experience in payroll and has been working with Lauterbach & Amen since 2002. As a Principal and Pension Benefits Manager, Allison works with pension boards, pension fund members, the Illinois Department of Insurance and the IRS to ensure the accuracy and timeliness of pension benefit calculations, payments, and reporting. She has been actively involved with the Coalition for Qualified Plan Status, working directly with its members and attorneys. Allison is an instructor of sections of the IPPFA Certified Trustee Program and the IPPFA Retirement Coordinator Program, and has spoken at AFFI, IAFPD, IGFOA, IPFA, IPPFA, and NIAFPD conferences on pension benefits and IRS issues.
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Andy Bischel
Mr. Bischel is CEO, Chief Investment Officer and a founding member of SKBA. He has been in the industry since 1976 and joined SKBA when the firm was founded in 1989. Mr. Bischel is the lead member of the Investment Strategy Team. Previously, Mr. Bischel worked at The Bank of California. Mr. Bischel earned his BS in mathematics and BA in economics from the University of California at Davis, and his MBA from the California State University at Sacramento. He is a member of the CFA Society of San Francisco and the CFA Institute. Mr. Bischel is an equity owner of the firm.
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Leo Blackwell
Leo T. Blackwell has been a partner with Ruckelshaus, Kautzman, Blackwell, & Bemis since 1994. Leo is a retired member of the Indianapolis Police Department and focuses much of his practice on representing public safety officers.

He is an Indiana Fraternal Order of Police Legal Defense Fund attorney and represents Indiana police officers from FOP Lodges across Indiana on administrative, criminal, and critical incident matters. He serves as General Counsel to the Indiana Fraternal Order of Police, the Professional Fire Fighters Union of Indiana and many local police and fire unions. He serves as a legal advisor and critical incident response attorney for the Indiana State Police Alliance.

Mr. Blackwell practices in the following areas: Labor and Administrative Law, Legislative Matters & Government Affairs, Public Sector Pensions, and Public Safety.
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Timothy Bowen
Timothy Bowen, a Senior Vice President in Mesirow Financial’s Management Liability practice, specializes in negotiating competitive pricing and comprehensive coverage for clients seeking Fiduciary Liability insurance for the past 11 years. He has extensive experience with municipal/public pension funds in the state of Illinois, and currently places over 200 insurance policies a year on behalf of article 3 and 4 funds, making his practice the largest in the state of IL. Timothy keeps clients and other members of the Management Liability team apprised of developments and changes in the marketplace, including claims trends as well as coverage developments. Timothy earned a bachelor of business administration degree from the University of Iowa with a major in finance.
Mesirow Financial
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Scott Brandt
Scott began his career at the Illinois Department of Insurance in 1985 after graduating with a degree in Actuarial Science from the University of Illinois in Urbana-Champaign. Scott started working in the Life Actuarial Section of the Department where he began providing the actuarial services for the Public Pension Division. Scott’s responsibilities with the Department have included: providing actuarial and advisory services to the Article 3 and 4, police and firefighter pension funds; assisting in the production of the Department’s biennial report to the General Assembly and additional ad hoc reports; providing analysis pertaining to authorized investments; and assisting with legislative interpretations and administrative rule making.
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DeWitt Buchanan
DeWitt has been serving clients as a financial advisor since 1991. For the first 24 years of his career, he owned and operated a practice serving both retail and institutional clients (retirement plans). He sold that practice in 2014, and immediately began a new practice, Safe Harbor Retirement Consultants, specializing in retirement and pension plans. His goal is to serve as more than simply an investment advisor, striving to also serve pension plan sponsors and trustees--helping them better execute their fiduciary responsibilities.

DeWitt resides about 45 minutes southwest of Chicago. He is married to Karen, and they have two adult children, Andrew and Hannah. He enjoys golf, yardwork, traveling, and his Harley-Davidson.
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Joe Burns
Joseph M. Burns is the Managing General Partner of Jacobs, Burns, Orlove, & Hernandez in Chicago. He has represented local and national labor unions since 1979, including FOP Chicago Lodge 7 in its last contract negotiations. Mr. Burns has an extensive practice in interest arbitration. Mr. Burns also represents ERISA employee benefit funds and Illinois Pension Code funds, including the Chicago Teachers’ Pension Fund. He is a Fellow of the College of Labor and Employment Lawyers and a member of the National Association of Public Pension Attorneys.
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Bob Burress
Bob retired as Chief of Police from the Pekin Police Department and served as Police Pension Fund President for 23 years. He is presently serving as the retired trustee on their fund.

In 1986, the second year IPPFA was in existence, Bob was elected as IPPFA Director and resigned in 1995 as he started working as a Field Representative and Lobbyist for IPPFA through 2000. In 2008 Bob was appointed to the position of IPPFA Director and now has over 15 years with IPPFA as a Director.
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Ronald Cohen
Mr. Cohen has been engaged in the practice of law for over twenty-five years, being admitted to the bar in 1977. Mr. Cohen has attained an AV rating in the Martindale-Hubbell Law Directory, signifying that he is considered by his peers to be preeminent in his field and of the highest ethical standards. He is also a member of Who’s Who in American Law and Who’s Who in The World. Mr. Cohen has been certified by the Florida Bar Board of Legal Specialization and Education as a specialist in Labor and Employment Law.

Mr. Cohen received his Bachelor of Arts degree, cum laude, in 1973 from the University of Florida, and his Juris Doctor in 1976 from the University of Miami. He is admitted to the Florida Bar, the Montana Bar, the Bars of the United States District Court for the Southern District of Florida, the United States District Court for the Middle District of Florida and the United States Court of Appeals for the Eleventh Circuit. Additionally, Mr. Cohen is a member of the American Bar Association, including sections on Labor and Employment Law and Litigation, and the Florida Bar’s Sections on Labor and Employment Law and Local Government Law.

Mr. Cohen has been practicing law in the areas of public pension, labor law and local government law since 1977. He is a former Assistant City Attorney for the City of Miami, where he served as counsel to the City’s Retirement Systems. While employed as an Assistant City Attorney, Mr. Cohen gained experience in municipal law, including public records and open meetings laws. While at Paul, Landy, Beiley and Harper, P.A. Mr. Cohen worked in the litigation section, litigating all types of business disputes, including disputes involving contract formation and interpretation, securities law violations, and fiduciary duties and responsibilities. This government and business law experience provided Mr. Cohen with an excellent foundation for the merger of business and government, which is the hallmark of a public pension system.

Since 1987, Mr. Cohen has devoted his practice to employee benefits, employee rights, and fiduciary responsibility. Mr. Cohen represents numerous government pension plans as general counsel and has served as counsel on special projects to government pension plans. He has extensively litigated matters involving public pensions including Chapter 112, Part VII, fiduciary responsibility and contractual issues with vendors.
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Dan Collins
Dan Collins has been an elected trustee with the Skokie Firefighter Pension Board since 2000. Dan has served the board as a trustee-at-large, secretary and currently as president. Once elected as board president, Dan made it a priority to contract with a third party accounting firm, actuarial service and outside counsel. Dan then commissioned studies utilized to effectively change funding policy which has kept their fund on a positive course.

Mr. Collins began his full-time firefighting career with the Village of Oak Park before accepting a position with the Skokie Fire Department in 1999. In 2007, Dan was promoted to the rank of Lieutenant. Dan is a proud member of IAFF Local 3033 and the AFFI. He has been a licensed paramedic since 1996, is certified in all rescue disciplines and has served as a member of the MABAS Division 3 Technical Rescue Team.

Mr. Collins began teaching the Retirement Coordinator course with the IPPFA in 2015. Dan believes that education is the key to success with regards to pension related public policy. He further believes that all American workers deserve a pension and real retirement security.

Dan's interest in pension security and employee rights began while he was working his way through the University of Illinois at Chicago for a respondent workers compensation firm. While performing research and covering the Chicago Industrial Commission call, Dan realized that public safety workers were not giving themselves enough credit for the difficult jobs they perform. Dan noted that public safety workers often downplayed the severity of their injuries and the toll the job took on them and their families. Dan became a staunch advocate long before his own public safety career began.

Dan is a lifelong Chicagoan and resides with his wife, Julie, and their two children in the southwest side neighborhood of Beverly. In 2009, Dan and Julie adopted their children, Kirsten and Danny, at the ages of 13 and 9 after a period of fostering. The Collins family is actively involved with several foster child charities. Their hope is to give as many adversely affected children of the foster care system a real chance at success.
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Debbie Crabtree
Debbie Crabtree, CPA, is a senior manager of government accounting services, and government employee benefit and payroll consultant, with more than 20 years of auditing and accounting experience in the local government sector, including serving as accounting manager for one of the largest park districts in the state and assistant finance director for a medium sized home rule unit of government. She provides monthly accounting services to a diverse group of governmental entities including municipalities, park districts, fire districts and police and fire pension funds. Debbie has worked on various special projects such as providing long-term outsourcing as well as temporary assistance to governmental entities with responsibilities ranging from the staff accountant to the finance director level. She is proficient in several accounting systems including Sage, QuickBooks, MSI, BS&A and MUNIS. Debbie is also a frequent speaker on payroll compliance, government accounting and the Affordable Care Act reporting requirements internally for the firm and for the Illinois Government Finance Officers Association (IGFOA).
Shawn Curry
Shawn Curry started his police work in 1996 at the Woodford County Sheriff’s Office. In 2004, Mr. Curry left Woodford County to start work with the Peoria Police Department.

Mr. Curry has held various positions ranging in work as a certified correctional officer, police officer, arson investigator, elderly service officer and lead homicide investigator. He has served on past union boards for both the FOP and PBA, and he is the current president of the Peoria Pension Fund. Today, he is assigned to the Criminal Investigations Division under the Violent Crime Unit.
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Jeff Davidek
Before joining C.S. McKee in 2006, Mr. Davidek was with Deutsche Bank in Boston and Washington, D.C. As an Associate in the Corporate & Investment Banking group, he was responsible for underwriting and securitization of CMBS issues for institutional investors. He has also served as a Senior Financial Analyst with Arbor Commercial Mortgage, analyzing risk on transactions totaling more than $1.5 billion.
C.S. McKee, L.P.
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James Dobrovolny
Mr. Dobrovolny is a partner with Reimer & Dobrovolny Labor Law PC. Prior to joining the firm, he operated his own firm, Dobrovolny Law Offices, in Urbana, Illinois where he focused on the representation of Illinois police and fire pension boards.

Upon graduating from law school, Mr. Dobrovolny began practice with the Illinois Attorney General’s Office prosecuting environmental cases in the Chicago-land area. In 1977, he became an Assistant State’s Attorney for Champaign County, Illinois, prosecuting major felony cases. In 1979, Jim opened his own office in Urbana, Illinois. Mr. Dobrovolny became affiliated with the Illinois Public Pension Fund Association (“IPPFA”) since its inception. Since then, Jim has argued several cases of first impression regarding public pension matters. Prior to joining the firm, Mr. Dobrovolny had represented approximately 50 different fire and police pension boards in various matters.

Mr. Dobrovolny lectures and presents across Illinois at IPPFA seminars, Certified Trustee Training sessions, web-based Trustee Training seminars, and Annual Training Conferences. He also consults with various police and firefighter pension boards as Deputy General Counsel to IPPFA on a variety of public pension issues. Today, Jim’s practice almost exclusively focuses on representing Illinois police and firefighter public pensions.

Mr. Dobrovolny is a 1970 graduate of the College of Engineering, University of Illinois, Urbana-Champaign. He is a 1975 graduate of the John Marshall Law School in Chicago, Illinois. Mr. Dobrovolny is a member of the National Association of Public Pension Attorneys and the Illinois State Bar Association. Jim and his wife, Katie, have adult twin sons and reside in Champaign, Illinois.
Jason Franken
Jason Franken is a consulting actuary and principal with Foster & Foster in Oakbrook Terrace, IL. Foster & Foster specializes in providing actuarial and administrative support to over 250 public and Taft-Hartley retirement programs across the country. Jason has over 16 years of experience consulting employers on a wide range of pension and postretirement welfare plan issues, including statutory funding requirements, Governmental Accounting Standards Board (GASB) and Financial Accounting Standards Board (FASB) accounting for pension and postretirement medical plans, plan administration, experience studies and plan design.

Mr. Franken is a frequent speaker at retirement conferences across the country. He has worked with retirement programs ranging in size from small public plans to large Taft-Hartley and Fortune 500 plans. Jason is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries and is an Enrolled Actuary per ERISA. He earned a B.S. degree in actuarial science from the University of Iowa.
Foster & Foster
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Wells Frice
Wells Frice is a Portfolio Manager/Research Analyst with more than 30 years of investment experience in various markets with an emphasis in common stocks. Having been at Great Lakes Advisors for over 14 years, he is involved in the management of the firm's equity assets and client relationships.

Previously, Wells served as a Senior Equity Analyst and Deputy Director of Equity Research at First Chicago NBD, and most recently an Equity Portfolio Manager.

Wells is a graduate of Lake Forest College and is a Chartered Financial Analyst. He is a member of the CFA Institute and The Investment Analysts Society of Chicago. He is an elected member of The Board of Education of Mundelein Elementary School District #75, and volunteers as a referee for the American Youth Soccer Organization.
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Bill Galgan
Bill began his career in the fire service as an EMT in 1988. He went on to become a paramedic the following year while working as an EMT for a private ambulance company. Bill joined the Calumet City Fire Department in May of 1990. He has held the position of firefighter/paramedic, engineer, lieutenant, and chief of the department, a position he has held since 2003. In addition to the department responsibilities Bill serves as a Mutual Aid Adviser for MABAS Division 24, and is a member of the Third District Chief’s Organization where he chairs the Finance committee.

Bill was first elected to his pension board in 1992. He has held the positions of trustee, secretary, and president. Bill was elected to the IPPFA board of Directors in 1995 he has served continuously on the board since that time. He currently holds the position of treasurer for the board.

Bill holds an Associate degree from South Suburban College and a Bachelors of Science from Southern Illinois University; he also earned a certificate in the Essentials of Investment Consulting from the Investment Management Consultants Association. This course was developed in conjunction with the Wharton School of Business, University of Pennsylvania. Bill currently works with Wall and Associates providing investment advisory services.

Bill presently resides in Calumet City with his wife Susan and their 3 boys Billy, Joshua, and Andrew.
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Joseph Glynn
Joseph joined Wells Fargo Advisors (WFA) in June of 2018 and serves as the Regional Advice Officer in the Midwest. Joseph is an accomplished senior level capital markets professional with over 20 years of industry experience with clients in retail, mid and major markets.

As part of the Advice & Market Strategy team, Joseph is responsible for following market trends and using Wells Fargo Investment Institute strategy to help pinpoint investment strategies for Financial Advisors and their clients. Additionally, he promotes research themes and recommends strategies to effectively align investment portfolios.

Prior to joining WFA, Joseph held positions at Goldman Sachs as a Quantitative Analyst, Merrill Lynch as an Institutional Fixed Income Salesman, RCG as a Portfolio Manager, The Russell Investment Group as a Senior Portfolio Manager and Charles Schwab as a Director of the Income Solutions Team.

Joseph received his B.S. degree in Finance from the University of Iowa and holds his FINRA Series 7, 66, 3, & 63 registrations. Joseph lives just outside Chicago with his wife Carmel and four children: Joseph, Cooper Jane, Michael, and Lucy. He enjoys golf and skiing and is passionate about traveling and the National Parks.
Jeff Goodloe
is a founding partner of Puchalski Goodloe Marzullo, LLP. Jeff’s practice concentrates in the area of public sector labor and employment law and public pension law. He has extensive experience representing Illinois Downstate Firefighter and Police Pension Boards, pension participants, and pension beneficiaries in a broad range of civil proceedings in Illinois circuit and appellate courts. Jeff has served as a hearing officer for numerous firefighter and police pension boards and understands that detailed preparation at the administrative level is essential for the competent defense of pension board decisions. He has also represented public safety employees in pension related matters. Jeff is well versed in those issues firefighter and police pension boards frequently encounter.

Jeff has litigated numerous cases before the appellate courts and orally argued before separate panels of the First District Appellate Court with respect to firefighter and police pension matters. His published appellate court opinions involved “act of duty” issues, the standard of review of pension board disability decisions, disability causation and pre-existing condition issues, salary attached to rank issues, and a case involving trustee bias and conflicts of interest.

Jeff has been a frequent speaker on pension related issues for the Illinois Public Pension Fund Association at its regional seminars and annual training conferences.

Jeff received his B.A. from the University of North Carolina at Chapel Hill and graduated with honors. He then attended Stetson University College of Law in Gulfport, Florida where he received his J.D. and graduated with honors. Following graduation, he served as a Florida Assistant State’s Attorney in Manatee County’s Bradenton office. He chaired numerous jury trials and was promoted to the office’s felony trial division in less than two years.

Jeff is an Eagle Scout. He was born in Fort Lauderdale, Florida and was raised in Charlotte, North Carolina. Jeff is married. He and his wife Laura live in Cary.
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Laura Goodloe
Laura has extensive experience representing Illinois police and firefighter pension funds. Her experience covers not only proper administration of pension funds and compliance issues, but also administrative proceedings and appellate review. Laura provides her clients with a wide range expertise in substantive pension matters such as disability and retirement hearings, pension fund participation, refunds of contributions, QILDROs, re-entry into active service, benefit overpayments and underpayments, and municipal underfunding matters.

Laura is currently Deputy Counsel for the Illinois Public Pension Fund Association (IPPFA). As Deputy Counsel, Laura has spoken at numerous IPPFA conferences and seminars, drafted legal articles for the IPPFA newsletter, and has co-authored the Illinois Firefighters’ Pension Fund Trustee Handbook and the Illinois Police Pension Fund Trustee Handbook.

Laura has also represented pension applicants before downstate firefighter and police pension funds, the Illinois Municipal Retirement Fund, and the Retirement Board for the Policeman’s Annuity & Benefit Fund for the City of Chicago.

Laura also practices immigration law and has represented professional and semi-professional athletes in immigration matters. Laura assists her clients in not only the visa petition process but also in adjustment of status (greencard) and naturalization proceedings. She has a keen understanding of the various issues athletes face in the immigration process. She has represented numerous professional and semi-professional hockey players in the NHL and AHL and is currently broadening her practice to include immigration services tailored toward professional equestrians.

Laura also practices employment law, primarily representing private sector employers. Laura has represented employers on numerous levels from the initial stages of an internal complaint to defense against claims before the EEOC, the Illinois Department of Human Rights, and the Illinois Human Rights Commission. She has also handled matters before the Illinois Department of Labor and the United States Department of Labor. Laura’s understanding of wage and hour, pension, health and welfare, anti-discrimination, contract and tort law help to ensure that her clients receive proper advice concerning the drafting and execution of employment contracts, employee handbooks & policy manuals, severance agreements and termination documentation.
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Timothy Hawks
Timothy Hawks, an employment and labor law attorney with the Milwaukee office of the law firm of Hawks Quindel, S.C., represents workers and unions throughout Wisconsin. Mr. Hawks received his B.A. from Georgetown University and his J.D. from the University of Iowa. He is the author of Future Damages in ADEA Cases, Marquette Law Review (1986) and is a frequent lecturer on the topics of union and employment law. Prior to engaging in private practice, he served on the staff of the Wisconsin Employment Relations Commission.

A member of the Iowa and Wisconsin Bars, Mr. Hawks is a past chair and a Union representative director of the State Bar's Labor and Employment Law Section. He is a contributing author to Wisconsin Employment Law, a three-volume treatise published by the State Bar of Wisconsin in 1994. He taught "Industrial Relations in the Public Sector" for students enrolled in the Masters in Human Resources/Labor Relations Program at the University of Wisconsin – Milwaukee and is an adjunct professor at Marquette Law School teaching “Public Sector Labor and Employment Law.”

Representative clients include AFT-Wisconsin, the Wisconsin Education Association Council, the Professional Fire Fighters of Wisconsin, the Green Bay Education Association and local affiliates of the International Association of Fire Fighters.

Mr. Hawks is consistently included in the annual issues of Best Lawyers in America which named him Milwaukee’s 2012 "Lawyer of the Year" in Labor and Employment Law (2011), Labor Law – Union (2013) and “Employment Law – Individuals (2014). Martindale-Hubbell rates him AV "Premier," its highest rating. He was admitted as a Fellow of the College of Labor and Employment Lawyers in 2011.
Hawks Quindel
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Mike Herbert
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Dan Hopkins
Dan started work for the O'Fallon Police department in 1984. He then went to the St Clair County Sheriff’s Police Department in 1986 as a patrol officer. In 1987 he started work as a police officer in Collinsville, IL and was elected to the pension board in 1988. He retired from Collinsville Police Department in 2006. Dan then continued on the pension board as the retired officer for the Collinsville Police Pension Fund. He has been the pension board president since 1998.
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Jason Horwitz
Mr. Horwitz is a Senior Consultant at Anderson Economic Group, and serves as the Director of the Public Policy and Economic Analysis practice area. Mr. Horwitz has extensive expertise on state and local economic conditions and on the economic and fiscal impacts of public policy. He has provided research, analysis, and expert testimony on policy in a range of fields, including state and local taxes, retirement benefits, business incentives, energy policy, and economic development.

Mr. Horwitz has advised governments, trade organizations, and corporations across the country on economic issues and the impacts of policy. His work also includes economic impact studies on universities, hospitals, museums, retailers, and large-scale events. His work has been featured in Bloomberg Businessweek, NPR Marketplace, Chicago Sun-Times, Detroit News, Crain's Chicago Business, and on WBEZ Radio.

Prior to joining AEG, Mr. Horwitz was the Coordinator of Distribution for the Community Center of St. Bernard near New Orleans, where he oversaw the distribution of donated food, clothes, and household supplies to low-income residents of St. Bernard Parish and New Orleans' Lower Ninth Ward.
Mr. Horwitz holds a Master of Public Policy from the Harris School of Public Policy at the University of Chicago and a Bachelor of Arts in Physics and Philosophy from Swarthmore College. He is a board member at the Civic Federation.
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Dr. Wellington Hsu
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Leonid Kandinov
Mr. Kandinov represents individual and institutional investors and consumers in complex litigation. His practice areas include shareholder rights, securities fraud, consumer protection, and antitrust matters. Mr. Kandinov currently serves the firm primarily in a business development capacity. Combining his depth of knowledge and passion for shareholder rights law with his approachable demeanor, Mr. Kandinov is the first point of contact for the firm’s clients, educating clients about the litigation process and evaluating potential new cases. Mr. Kandinov is also instrumental in supporting the firm’s Stock Watch members, providing outstanding customer service throughout the litigation of his cases. Prior to this role, Mr. Kandinov served for three years in Robbins Arroyo LLP’s new matters group, where he researched and evaluated factual and legal theories for liability and recovery, and drafted complaints for clients. For his efforts, Mr. Kandinov has been recognized as a Super Lawyer Rising Star in 2016 and 2017. Mr. Kandinov earned his Juris Doctor degree from the University of California at Davis School of Law, where he completed the Public Service Law Program.
Robbins Arroyo LLP
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Keith Karlson
Keith A. Karlson is a founding partner of Karlson Garza LLC. Prior to founding KG LLC with Raymond Garza, Keith was a partner at another law firm where he represented Article 3 and 4 pension funds. He was the chief architect and strategist on most litigation and appellate matters. Keith currently serves as a Deputy General Counsel for the Illinois Public Pension Fund Association (“IPPFA”).

Keith has extensive experience representing Illinois police and fire pension funds. Mr. Karlson concentrates his practice in the area of first responder labor law, constitutional and civil rights of public employees, and public-sector pension law. He represents police, fire, and corrections unions in Illinois and Indiana. He has been recognized for his representation of firefighters and police officers in disciplinary matters and the civil rights issues arising from them. Mr. Karlson also represents police officers when sued by citizens claiming a violation of civil rights.

In both Illinois and Indiana, Mr. Karlson has had success representing firefighters, police officers, their pension funds, and their unions in the courtroom, on appeal, at the bargaining table, and before administrative tribunals. On behalf of pension funds, Keith has argued matters of first impression before the Supreme Court of Illinois and Illinois’ Courts of Appeal. In Indiana, he represented the first firefighter to ever receive a Class 1 line-of-duty psychiatric disability pension. He also has drafted several amicus curiae (“friend of the court”) briefs on behalf of labor unions, pension funds, and the Illinois Trial Lawyers Association. Recently, on a pro bono basis, Mr. Karlson represented the family of a Kansas firefighter who was killed in the line of duty. In a seminal decision, Mr. Karlson successfully argued for recognition of a privilege protecting communications between a union member and his/her union representative, a privilege previously not recognized in federal court.
Karlson Garza, LLC
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Robert Klausner
Mr. Klausner is the principal in the law firm of Klausner, Kaufman, Jensen & Levinson. For over 40 years, he has been engaged in the practice of law, specializing in the representation of public employee pension funds. The firm represents state and local retirement systems in more than 20 states and is listed in the U.S. News & World Report’s Best Law Firms. Mr. Klausner has assisted in the drafting of many state and local laws on public employee retirement throughout the United States. Mr. Klausner is a frequent speaker on pension education programs and has also published numerous articles on fiduciary obligations of public employee pension trustees. He is co-author of the book State and Local Government Employment Liability, published by Thomson-Reuters West Publishers and is the author of the first comprehensive book on the law of public employee retirement systems, State and Local Government Retirement Law: A Guide for Lawyers, Trustees, and Plan Administrators, originally published in April 2009, and an expanded version which was published in November/December 2017. Mr. Klausner graduated Phi Beta Kappa from the University of Florida with a Bachelor of Arts and from the University Florida College of Law with the degree of Juris Doctor. Since 1995, Mr. Klausner has been listed in the publication The Best Lawyers in America and holds an “AV pre-eminent” rating, the highest rating for competence and ethics, from Martindale Hubbell national lawyer rating service. In 2008, Mr. Klausner successfully represented the Commonwealth of Kentucky and the Kentucky Retirement Systems in the United States Supreme Court in Kentucky Retirement Systems v. Equal Employment Opportunity Commission, 128 S. Ct. 2361 (2008). Mr. Klausner lives in Cooper City, Florida with his wife of 42 years, Kathy. They have four daughters, 4 sons-in law, and 6 beautiful grandchildren.
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Spencer Klein
Spencer is a Sr. Portfolio Manager with MB Financial Bank, managing portfolios for some of the department’s largest and most performance sensitive relationships. Additionally, he is responsible for the financial sector stocks in MB’s proprietary large cap stock Separately Managed Account (SMA) and performs original research on the interplay of economic data and market returns. Spencer is the author of MB’s monthly publication, “Market Brief” and frequently gives investment presentations at conferences and client events.
MB Financial Bank
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Jedediah Koenigsberg
As an Institutional Fixed Income Portfolio Manager for MFS Investment Management, Jedediah participates in the research process and strategy discussions. He assesses portfolio risk and communicates investment policy, strategy, and positioning.
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Jeff Kuchta
Jeff is a Senior Consultant at AndCo Consulting. His responsibilities include optimizing investment portfolios, conducting investment manager due diligence reviews, evaluating and selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports.

Jeff has over 25 years of institutional investment experience. He was most recently a senior consultant with Strategic Capital Investment Advisors, Inc. where he provided a full range of investment consulting services to institutions including Taft Hartley, corporate and non-profit investment programs. He was also a member of the firm's investment/research and investment policy committees. He has prior experience in investment consulting, research and investment management with national and boutique investment consulting firms and hedge fund-of-fund organizations. Jeff serves as a Trustee to an Illinois municipal pension fund.
AndCo Consulting
Chris Lee
Chris Lee started with the Rolling Meadows Fire Department in 2000 as Firefighter and Paramedic. He has been on the Rolling Meadows Firemen’s Pension Board since 2004 and its President since 2007. Chris and his wife, Megen, have been married since 2000 and have three children.
James Maloney
James “Jim” Maloney is an elected Trustee for the Chicago Policemen’s Annuity and Benefit Fund. Jim is the Chairman of the Investment. Jim is also a Lieutenant on the Chicago Police Department for over thirty years, assigned to the Detective Division. Jim also serves on the Board of the Chicago Police Lieutenants Association. He was appointed to former City of Chicago Mayor Richard Daley’s “Commission to Strengthen Chicago’s Pensions”, which met from 2008-2010.

He has a BS from Western Illinois University. He has a Master of Public Administration (MPA) from Illinois Institute of Technology, a Master of Business Administration (MBA) from Illinois Institute of Technology and a Masters Certificate in Financial Fraud from St. Xavier University. He is a Graduate of the FBI National Academy (Session 233) and is elected to the Board of Directors for the Northern Illinois Chapter of the FBI National Academy, the most active FBI NA Alumni Chapter in the world.

He is a speaker at many Pension and Investment related events.

He was named the Acting Chief Investment Officer (CIO) in Nov/2014, for the Chicago Policemen’s Annuity and Benefit Fund.
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James McNamee
Born in Chicago, James McNamee began his career in law enforcement in 1979 as a police officer for the Village of Barrington. In 1983, Mr. McNamee was elected to the Barrington Police Pension Board as a trustee. During his term as trustee, McNamee quickly saw the need for training and education for all trustees of pension boards. Taking action, Mr. McNamee went to work to form the Illinois Police Fund Association now known as the Illinois Public Pension Fund Association. Under Mr. McNamee's leadership, the IPPFA grew to fifty funds in its first year. Mr. McNamee had the vision to expand the IPPFA to include Unions and Teacher Funds and his efforts have dramatically expanded the association's membership. The Illinois Public Pension Fund Association has grown into the largest organization of its kind in the country with more than 500 pension funds as members. Mr. McNamee continued to serve as a police officer and field training officer for the Village of Barrington for nearly 30 years before retiring in 2007. He continues to assist with legislative pension fund issues by supporting the Coalition Group and chairing the Pension Working Group with help of The Office of the State Treasurer. The Pension Working Group helps to review the performance of investment managers and consultants, along with helping to develop uniform standards for comparing the costs of investment services. Mr. McNamee was instrumental in leading the push for many changes in pension board procedures and policies which helped to develop the standards under which they operate today. He was also involved in drafting and passing important legislative changes, including comprehensive investment law changes allowing for expanded investment authority to the pension boards. Along with legislative changes, Mr. McNamee helped to develop the IPPFA 457 Defined Contribution Plan and has since become a leader in benefit development for municipalities, coming up with many new programs and ideas that are now being implemented in the state.
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Nick Meggos
Nick Meggos is a lead consultant in Nyhart’s Actuarial Pension Plan Practice, who focuses on helping clients with plan sustainability and employee retirement readiness. He has over 18 years of experience as an actuary, which allows him to bring perspective and clarity to pension plan management for both public and private plans. Nick uses his passion around the communication of actuarial concepts and results to elevate Nyhart’s current client relationships and to provide leadership for Nyhart’s business development efforts.
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Anthony Murray
Anthony Murray is president of Hamilton County Professional Fire Fighters IAFF Local 4416, since 2005. A local affiliate of the International Association of Fire Fighters, Local 4416 represents over 400 active firefighters and paramedics in the north suburbs of Indianapolis, Indiana. Tony helped organize his department members in 2002 when they initially joined IAFF Local 416 in Indianapolis, establishing a new charter two years later.

Tony is the 5th District Vice-president and EMS Committee Chairman for the Professional Fire Fighters Union of Indiana. Tony’s career in public safety began in 1994 in the area of EMS in Northwest Indiana. Since 1999 Tony is a career firefighter-paramedic with the City of Noblesville Fire Department where he is a merit Engineer assigned to Engine 71.
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Taylor Muzzy
Taylor Muzzy counsels public pension funds regarding plan governance “best practices,” open government issues, benefits eligibility and administrative review, and tax qualification issues. He also represents labor unions in contract negotiations, interest and grievance arbitrations, unfair labor practice proceedings, elections, organizing drives, and representation petitions. He is member of the National Association of Public Pension Attorneys and the AFL-CIO Lawyers Coordinating Committee. He is a 2008 graduate of Chicago-Kent College of Law, Illinois Institute of Technology, with a Certificate in Labor and Employment Law.
Dave Nagel
Dave started his law enforcement career in the United States army as a military policeman. He served as a police dog handler/trainer and later as a line policeman. After serving three years he was honorably discharged in 1966. That year he became a member of the Bellwood police department. He served a short time there before moving on to a long career in law enforcement ending a more than thirty year employment at the Matteson police department, where he served as a select traffic unit accident investigator, field training officer, swat team member, a founding member of the ITOA ,Illinois tactical officers association, and a certified motorcycle officer. He quit with benefits in 2004 (retired). He has served on the IPPFA board for almost twenty years, as a director, second vice and now vice president. In his spare time he collects law enforcement memorabilia, his collection of more than ten thousand shoulder patches and over three hundred metal breast badges and other items keeps him very busy. He also is training to become a helicopter pilot. He also serves as president of the Matteson Police Pension Fund serving since its inception in the early 1970s.
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Dan Palmer
Dan completed 31 years of service to the Bartlett Police Department which began in 1979. His service included 17-years as the Chief of Police accomplishing such milestones as having the department professionally accredited and remaining so through an additional 4 reaccreditations. Always emphasizing training and education, Bartlett was among the leaders in this area with each officer receiving an average of over 100 hours of training per year. During his tenure, the department grew to include 73 total employees (56 sworn officers) serving a community of about 41,000 residents.

In retirement, he is fond of saying that he does 10 different things, only 3 of which he is paid for. The other things are community service and volunteer related. Two of those volunteer positions include working with IPPFA and serving as the Bartlett Police Pension Fund President. He believes it is important for all pension fund members to be involved during their time working as well as in retirement. This includes both financially and politically. Yes, politically. Not in the traditional sense, rather, but as an advocate for hard earned benefits. There are those who believe that they can first underfund your pension and then eliminate the bill when it comes due through elimination of earned benefits. Dan believes every pension member must be an advocate for their future. You can accomplish this through each personal contact you make throughout your life and career.

Dan’s other volunteer activities include Chamber of Commerce, Lions Club, his homeowner’s association contract officer, the Elgin High School Class of ’76 Reunion/activity committee and the Village of Bartlett’s Bike and Run Commission. He holds a Bachelor of Arts degree in Criminal Justice Management from Aurora University and a Master of Business degree from the Keller Graduate School of Management. Dan and his wife Lori have 3 adult children.
Jason Palmer
Jason is the multi-asset class strategist for the Midwest region and is based in PFM’s Chicago office. He has extensive experience managing outsourced investment strategies, investment consulting and portfolio management.

He worked at the Blue Cross and Blue Shield Association (BCBSA) in Chicago, where he helped manage outsourced investment strategies for many of the BCBSA healthcare plans across the United States. The program held close to $10 billion in defined benefit and defined contribution assets and impacted over 60,000 employees nationwide. Prior to joining BCBSA, Jason was an investment consultant and serviced institutional clients including public, corporate and healthcare funds in the Midwest region. He also previously held the position of portfolio manager, where he managed nearly $400 million in client assets.
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Justin Patten
Justin Patten is the Director of Underwriting for Ullico Casualty Group. In this role, he supervises the entire underwriting staff, manages a book of Professional Liability business for the managing general agency, and oversees implementations of system modifications.
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Sheriff Kurt Picknell
The current Sheriff of Walworth County is Kurt Picknell of Elkhorn. Sheriff Picknell took office on January 5, 2015.
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Robert Podgorny
Robert Podgorny is a past president of NCPERS, serving in that position from May 2004 to May 2008. He is the past First Vice President of Chicago's Fraternal Order of Police Lodge # 7.

Mr. Podgorny served as a Chicago Police Officer for over 33 years. He was instrumental in obtaining collective bargaining rights for the police officers of Chicago. In addition to his collective bargaining expertise, Mr. Podgorny dealt with all medical/health-related issues and disabilities of Chicago police officers. Mr. Podgorny has chaired numerous committees for the F.O.P. Lodge #7 and served on many NCPERS committees.
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Mark Poulos
Mark became a police officer on October 31, 1977 after serving four years in the Marine Corps and had been assigned as department pilot, underwater recovery diver, field training officer, tactical officer, narcotics agent and various investigation teams. Mark has taught NIMS classes through both Illinois Fire Safety Institute and FEMA as an independent contractor. Mark retired from Rock Island Police Department in October 2010 and became Chief of Police in Coal Valley, Illinois. Mark assisted in forming a public safety dive team which meets the Class 1 FEMA dive team standards and volunteers as an instructor for public safety diving to police and fire department dive teams. His team has responded to requests for divers from ISP, and several police and fire agencies throughout Illinois and Iowa and is listed as a resource through ILEAS.

He became involved in police pensions as a trustee in 1980 and has served continuously on the Rock Island Police Pension Board until 2010. He was responsible for recruiting the Rock Island Police and Fire Pension boards to become members of the IPPFA. He is actively recruiting other Boards to join the organization.

As a Director of the IPPFA, Mark has served on the legislative committee and was Secretary / Treasurer of the IPPFA Political Action Committee. He is also the author of several articles for
the IPPFA newsletter.
Mark is married and has one son. He received an Associate degree in Law Enforcement Technology from Black Hawk College and a B.A. in Business Administration from Marycrest College. His post graduate work was completed at the University of Iowa in Business Administration and Multimedia Presentations.
Joseph Rannazzisi
Joseph T. Rannazzisi retired from the United States Drug Enforcement Administration (DEA) on October 31, 2015 after serving over 29 years in law enforcement. From June 2005 until retirement, he held the position of Deputy Assistant Administrator of the DEA Office of Diversion Control. In that capacity, Mr. Rannazzisi supervised DEA’s efforts to prevent, detect and investigate the diversion of pharmaceutical controlled substances and listed chemicals from legitimate distribution channels and was responsible for overseeing and coordinating all major criminal, civil and administrative chemical, synthetic drug and controlled substance diversion investigations. He provided regulatory oversight and supervised the inspection and investigation of all businesses that import, export, manufacture, distribute or dispense controlled substances and listed chemicals to ensure compliance with regulatory requirements related to drug and facility security, recordkeeping and accountability.

Mr. Rannazzisi is a nationally recognized speaker and instructor and has provided training concerning illicit drugs, pharmaceuticals, pharmaceutical control, corresponding responsibility, security, chemicals, synthetic drugs and clandestine laboratories to hundreds of audiences representing law enforcement, attorneys and judges, professional organizations, pharmaceutical industry executives and employees, community groups, Congress, government officials and international partners (including China, Mexico and Turkey) that represented law enforcement, compliance and regulatory control agency counterparts. He has provided continuing education to more than 9000 pharmacists and practitioners on all aspects of pharmaceutical controlled substance diversion. He earned a Bachelor of Science Degree in Pharmacy from Butler University and is a registered pharmacist in the State of Indiana. He earned a Juris Doctor from the Detroit College of Law at Michigan State University and is a member of the State Bar of Michigan.
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Richard Reimer
Mr. Reimer is the Manager of the law firm of Reimer & Dobrovolny PC. Mr. Reimer concentrates in representing police and firefighter pension boards. He also is recognized for his representation of police and fire unions and litigating on behalf of police officers and firefighters.

Mr. Reimer has more than two decades of experience in representing police and firefighter pension boards. Mr. Reimer has extensive experience advocating for pension fund clients on all aspects of matters involving police and fire pension fund legal issues, including trial and appellate matters, administrative review proceedings, disability hearings, and matters involving compliance proceedings before the Illinois Department of Insurance (“IDOI”). Since 1987, Mr. Reimer has served as general counsel for the Illinois Public Pension Fund Association (“IPPFA”). IPPFA is a not-for-profit organization, consisting of over four hundred Illinois police and firefighter pension funds. Mr. Reimer has taught police and firefighter pension fund training seminars, drafted legislation, and filed several amicus curiae (“friend of the court”) briefs on behalf of IPPFA on various police and firefighter pension fund issues.

Since 1994, Mr. Reimer has served as Board Attorney for the Illinois Professional Firefighters’ Association (“IPFA”). As Board Attorney for IPFA, Mr. Reimer conducts firefighter pension fund training seminars. IPFA is a not-for-profit organization, concentrating on firefighters’ pension benefits. Mr. Reimer is co-author of two publications, the Illinois Police Pension Fund Trustee Handbook (2001 ed.) and the Illinois Firefighters’ Pension Fund Trustee Handbook (1997 ed.). Mr. Reimer’s current clients include approximately two hundred police and firefighter pension boards throughout the State of Illinois.
Daniel Ryan
Daniel W. Ryan is a former municipal finance director and union benefit administrator who has served as a police and fire pension trustee in Skokie. Dan is an adjunct instructor for the Lewis University programs in public safety and criminal justice, the North East Multi-Regional Training system (police), and the Illinois Public Pension Fund Association (IPPFA) as well as on the curriculum committee for the SIU Fire Service Management Program. He attended Triton College, North Central College and the U.S. Navy Reserve Instructor School. Dan holds a master’s degree in public administration from Roosevelt University. He attained the designation of Certified Employee Benefit Specialist (CEBS) from the International Foundation of Employee Benefits Plans. His first book, Retirement Income for Illinois Fire and Police: Pension, Social Security and Deferred Compensation will be published in December, 2015.
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Allie Rysell
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Dr. Matthew Saltzman
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Tom Sawyer
Mr. Sawyer has over twenty-seven years of experience in the public fund arena. Mr. Sawyer and his business partner, John Falduto, formed their company, Sawyer Falduto Asset Management, LLC, in September 2007. Sawyer Falduto Asset Management, LLC is a registered investment advisory firm specializing in providing investment management services to Illinois police and firefighter pension funds, local units of government and high net worth individuals. Sawyer Falduto currently provides investment management services to over $2.5 billion in Illinois police and firefighter assets.

Prior to his current position, Mr. Sawyer was Senior Executive Vice President and Head of the Wealth Management Division of Oak Brook Bank (now MB Financial, Inc.), Oak Brook, Illinois from 1998 through 2007. During his tenure at Oak Brook Bank, the Wealth Management Division provided investment management and administrative services to clients with assets exceeding $1.2 billion including approximately $800 million in police and firefighter pension fund assets.

From 1988 to 1998, Mr. Sawyer was employed with the Investment Management and Trust Division of Old Kent Bank (now Fifth Third Bank) where Mr. Sawyer was Vice President – Director of Portfolio Management for Old Kent Bank – Illinois located in Elmhurst, Illinois.

Mr. Sawyer began his career as a trader, research analyst and portfolio manager with First Tennessee Investment Management, Inc., a division of First Tennessee Bank, in Memphis, Tennessee.

Mr. Sawyer’s firm is an active member in multiple professional associations in the public fund community. On a personal note, Mr. Sawyer is a former Regional Director of the American Cancer Society. He and his wife Betsy reside in Wood Dale, Illinois and are active in the community supporting many local charitable and professional organizations.
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Martin Stewart
ExamWorks, Inc.
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Pat Tschosik
Pat Tschosik, CFA, CMT, is Ned Davis Research Group’s U.S. Sector Strategist. Pat authors U.S. Equity Sector Strategy publications, which provide insights on U.S. sector and industry leadership trends and themes based on macro, fundamental, valuation, quantitative, and technical analysis. Given the top-down approach, Pat works closely with Chief U.S. Strategist Ed Clissold to incorporate firm market views and Chief Global Macro Strategist Joe Kalish to incorporate macro views into his analysis.

Prior to the U.S. Sector strategist role, Pat served as NDR’s Consumer Strategist for nearly 10 years. Pat began his investment career covering Consumer Staples for Banc of America Capital Management in St. Louis, MO. Subsequently, Pat worked as a Senior Equity Analyst at RCM Capital Management in San Francisco, CA, covering Consumer Discretionary and Consumer Staples industries. He joined Ned Davis Research Group in 2006.

Pat has been featured as a guest on CNBC and Bloomberg television in addition to being quoted by The Wall Street Journal. Pat earned his Master of Business Administration from the University of Chicago Booth School of Business and has a Bachelor of Science in Computer Science from Illinois State University. Pat is a CFA charterholder and is a member of the CFA
Institute. He is also a Chartered Market Technician and a member of the Market Technicians Association.
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Barb Utterback
Ms. Utterback has over 25 years of experience providing administrative support in both the private and public sectors. Since joining Lauterbach & Amen in 2011, Barb has worked closely with pension board trustees, active and pensioned members, pension attorneys, and municipal/district representatives providing professional guidance to ensure adherence to all compliance matters and to ease the administrative burden felt by many of our public safety officers. Her successful development of Lauterbach & Amen’s Pension Services Administration (“PSA”) is recognized by pension funds throughout the state. Barb is a frequent speaker at conferences for IPPFA, IPFA and AFFI.
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Nate Vanderheyden
Nate Vanderheyden is a Vice President on Morgan Stanley’s Wealth Management Cybersecurity Team, which is responsible for maintaining the integrity and confidentiality of firm and client data. Nate came to Morgan Stanley with unique expertise in cyber exploitation and operational risk management. Prior to joining the firm in 2018, he served for 11 years in the U.S. Marine Corps, and was deployed to Iraq and Afghanistan. His last six years of duty were spent at the National Security Agency (NSA), where he conducted and led a team performing computer network operations, advised senior government officials, and authored multiple policy documents shaping cyberspace operations in support of the U.S. Intelligence Community and national security objectives.
Morgan Stanley
John Violanti
Dr. John Violanti is a respected faculty member of the Law Enforcement Wellness Association. Dr. Violanti conducts clinical research on a host of law enforcement health and wellness issues for The University of Buffalo Department of Social and Preventative Medicine. In addition to his research, Dr. Violanti has written and edited several books relating to law enforcement stress and trauma including "Police Suicide: Epidemic in Blue", "Police Trauma," and "Post-Traumatic Stress Intervention." In addition to his work with The University of Buffalo, Dr. Violanti is an Associate Professor within the Department of Criminal Justice at the Rochester Institute of Technology in Rochester, New York.

Dr. Violanti has "been there and done that." He retired after 22 years of dedicated service as a New York State Trooper. His knowledge of the law enforcement culture and the stress and trauma experienced by law enforcement officers make his books and articles "must reads" for those within the law enforcement profession.
Chet Waldman
• Senior partner; graduate of Cornell University and Boston University School of Law (G. Joseph Tauro Scholar and a Paul J. Liacos Scholar). • Has prosecuted federal and state securities litigations and derivative litigation for approximately 25 years. • Frequent lecturer on securities litigation matters and the fiduciary duties of pension system trustees throughout the U.S., Latin America, and Canada. • Recent member of the prestigious New York City Bar Association's Mergers and Acquisitions Committee (only plaintiffs' Bar member on the Committee), and the Bar Association's Securities Litigation Committee. • Admitted to the New York Bar, and the Bars of the U.S. District Court, Southern and Eastern Districts of New York, and admitted pro hac vice in numerous jurisdictions.
Wolf Popper LLP
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Dave Wall
Dave founded Wall Capital Group, as Wall & Associates, while serving as a full-time police detective for the Addison Police Department focused on financial crimes. Since it’s founding in 1990, he has grown the portfolio to over $1B invested. Dave has over 10 years of experience as a public fund trustee, and 15 years serving as a board member of the Illinois Public Pension Fund Association (IPPFA).

In 1992 he earned the Certified Financial Planner® (CFP®) professional designation, and in 1995, he earned the Certified Investment Management Analyst® (CIMA®) designation, granted by the Investment Management Consultants Association in conjunction with the Wharton School of Business, University of Pennsylvania.
Wall Capital Group
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David Webber
David H. Webber is the author of The Rise of the Working-Class Shareholder: Labor’s Last Best Weapon, published by Harvard University Press in April 2018. Webber has toured extensively for the book, and has published op-eds about it in the New York Times, the Washington Post, the Chicago Tribune, the Los Angeles Times, In These Times, and elsewhere. He has been interviewed about the book and related work on Bloomberg Radio, CSPAN’s BookTV, Forbes, Nightly Business Report, NPR’s Marketplace, Rorotoko, de Volkskrant, Calcalist, The Majority Report with Sam Seder, The David Pakman Show, Knowledge@Wharton Business Radio, Splinter News, Agence France-Presse, Reuters, and others.

Webber co-edited a second book, Research Handbook on Representative Shareholder Litigation (Elgar), forthcoming this year. He has published scholarly articles including “The Use and Abuse of Labor’s Capital” in the New York University Law Review and “The Plight of the Individual Investor in Securities Class Actions” in the Northwestern University Law Review, with additional work forthcoming in the Vanderbilt Law Review and elsewhere. Webber has presented his research at the Harvard Stanford Yale Junior Faculty Forum, the Conference on Empirical Legal Studies, and the American Law and Economics Association conference, among others.

Webber is the winner of Boston University School of Law’s 2017 Michael Melton Award for Teaching Excellence. He is a graduate of Columbia and NYU Law School, where he was an editor for the law review.
A.J. Weber
A.J. has over ten years of experience in professional accounting, including over seven years working in both the governmental and private sectors of public accounting. As a certified public accountant, Mr. Weber works closely with Article 3 and Article 4 pension boards, overseeing the accounting and compliance reporting for over 200 pension funds. In addition, he provides tax preparation services to pensioners, active members, and small business owners, adding a valued service to Article 3 and Article 4 pension funds. He also is an instructor of the IPPFA Certified Trustee Training Program, and was a guest speaker at the recent IPPFA Midwest and Spring Conferences.
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Liz White
Liz White is a Senior Underwriter for Ullico Casualty Group. She joined Ullico in March of 2014 as a Senior Underwriter for Professional Lines and prior to that had served as a Senior Bond Underwriter from 2009 until 2011. She manages UCG’s biggest book of business for professional lines, aids in staff training, and performs internal audits for the property and casualty business unit.

Previous to her position in Ullico, Ms. White served as Financial Analyst and Business Analyst to local businesses in Eastern Iowa and Central Texas.

Ms. White has Bachelor’s degree in Finance and Management Information Systems from University of Central Florida as well a Master’s Degree in Accounting from the University of Phoenix.

Ms. White holds a P&C Producer’s license in Iowa and Illinois and a Registered Professional Liability Underwriter Designation. She is a member of the Professional Liability Underwriting Society and the International Foundation of Employee Benefit Plans. She is currently working on completing her Certified Employee Benefit Specialist designation.
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Bob Wilson
Bob serves as the Executive Secretary for LAGERS and has been with the system since 1994. Prior to joining LAGERS, Bob was a licensed securities and investment representative.

Bob has a Bachelor of Science in Business Management from the University of Kansas and received the Kansas Honors and Kansas Key Award recognitions. He has also earned the Certified Employee Benefit Specialist (CEBS) certificate from the Wharton School of Business, University of Pennsylvania. Bob has served as President of the Missouri Association of Public Employee Retirement Systems (MAPERS). Bob believes that everyone who works, and works hard – public or private, should be able to retire with a little bit of dignity and security.

In time away from LAGERS, Bob enjoys golf, motorcycles and getting back to the farm.
Darren Wright
Darren lives in Edwardsville with his wife Jenell and children Jared, Justin, Jenae and Jocelyn. He enjoys spending time with his family and golfing. Darren is a member of the St. Louis Society of Financial Analysts; the Association for Investment Management and Research; an Associate Member of the Illinois Public Pension Fund Association; and Backstoppers. Bachelor’s Degree in Accountancy, Southern Illinois University Edwardsville MBA, University of Illinois Springfield. Chartered Financial Analyst (CFA), Association for Investment Management and Research More than 19 years investment experience. Memberships include: St. Louis Society of Financial Analysts; Association for Investment Management and Research; Associate Member of the Illinois Public Pension Fund Association; and Backstoppers.
Cliff Young
Cliff Young is President of Ipsos Public Affairs in the United States and also leads Ipsos' global election and polling risk practice. He is a polling expert with specialties in social and public opinion trends, crisis management, corporate and institution reputation and elections. Young is a contributor to POTUS Radio and has served as an expert commentator on Fox News and NPR, among others. Cliff is also an adjunct professor at Johns Hopkins SAIS and an instructor at both Columbia University SIPA and University of São Paulo where he teaches courses on public opinion and election forecasting.